Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Make the annuity sale a part of your New Year’s resolutions
By Rich LaneConsidering the previous 12 months, think about what worked, failed or didnt quite hit the mark.
December 29, 2015
Make the annuity sale a part of your New Year’s resolutionsConsidering the previous 12 months, think about what worked, failed or didnt quite hit the mark.
December 29, 2015
If 2015 was the year of the robos, what’s next in advisor technology?If you missed the robo-advice trend, learn what's coming next to advisor tech.
December 29, 2015
New Year, new theme, massive productivity gainsHere we are, at the outset of another year. Each New Year is full of promise, hope, and maybe even some fear of the unknown. While we all share the same mixture of feelings, we all would like this year to be our best.
December 28, 2015
A View from the Top: Merrill's John Thiel Speaks OutThe leader of Merrill Lynch says the firm's biggest challenge is to remain nimble and relevant.
December 28, 2015
19 words from Warren Buffett to make you a better investorHes got an unparalleled investing track record and an uncanny talent for distilling the most complex investing concepts into Twitter-ready sound bites.
December 28, 2015
Case against jumbo 401(k) claims self-dealing, excessive feesA case alleges trustees to the Insperity 401(k) plan allowed excessively high recordkeeping costs that amounted to self-dealing on the part of plan fiduciaries.
December 28, 2015
4 secrets to a happy retirement from the 80-something crowdThere are a few simple ways to ensure retirement happiness, says a recent survey, but clients cant do it alone.